Get the free Additional Beneficiaries Supplement

Additional Beneficiaries Supplement to Beneficiary Change Request www.athene.com Athene Annuity and Life Company Mail or fax completed form to: 7700 Mills Civic Parkway, West Des Moines, IA 502663862

How to fill out additional beneficiaries supplement

How to fill out additional beneficiaries supplement:

1. Start by obtaining the additional beneficiaries supplement form from the relevant institution or organization. This form is typically used to designate beneficiaries for certain assets or accounts.
2. Fill out your personal information accurately, including your full name, address, social security number, and contact details. This information is essential for identification purposes and to ensure that the form is linked to your account or assets.
3. Provide details about the primary beneficiary. This is the person who will inherit the assets or benefits in case of your death. Include their full name, relationship to you (e.g., spouse, child, sibling), and their contact information.
4. If you have multiple beneficiaries, there is usually an option to add additional beneficiaries. Include the necessary details for each additional beneficiary, such as their full name, relationship to you, and contact information.
5. Specify the percentage or share that each beneficiary should receive. Some forms may have a section where you can allocate the distribution of assets among the beneficiaries, indicating the percentage or fraction each person should receive. This step is important to ensure a fair distribution of your assets or benefits.
6. Review the completed form for accuracy and make any necessary corrections. It is crucial to ensure that all the information provided is correct and up to date. Any errors or incorrect information could lead to complications or delays in the distribution of assets.

Who needs additional beneficiaries supplement:

1. Individuals who have life insurance policies may need to fill out an additional beneficiaries supplement form. This allows them to designate beneficiaries who will receive the death benefit in the event of their passing.
2. Retirement account holders, such as those with 401(k) plans or individual retirement accounts (IRAs), may also need to complete an additional beneficiaries supplement. This form ensures that the designated beneficiaries inherit the funds held in these accounts upon the account holder's death.
3. Some organizations or institutions may require individuals to fill out an additional beneficiaries supplement form for other types of assets, such as stocks, bonds, or other investment accounts. This form helps clarify who should receive these assets after the account owner's demise.

It is important to consult the specific guidelines and requirements of the institution or organization in question to determine if an additional beneficiaries supplement is necessary and how to correctly complete the form.

For pdfFiller’s FAQs

What is additional beneficiaries supplement?

The additional beneficiaries supplement is an additional form that must be completed to add supplementary beneficiaries to an existing policy or document.

Who is required to file additional beneficiaries supplement?

Policyholders or individuals who wish to add additional beneficiaries to an existing policy are required to file the additional beneficiaries supplement.

How to fill out additional beneficiaries supplement?

To fill out the additional beneficiaries supplement, individuals must provide the necessary information about the additional beneficiaries, including their full name, relationship to the policyholder, date of birth, and contact information.

What is the purpose of additional beneficiaries supplement?

The purpose of the additional beneficiaries supplement is to ensure that the correct individuals are designated as beneficiaries on a policy or document, and to provide clarity on the distribution of benefits.

What information must be reported on additional beneficiaries supplement?

The additional beneficiaries supplement must include the full name, relationship to the policyholder, date of birth, and contact information of the additional beneficiaries being added to the policy.

How can I modify additional beneficiaries supplement without leaving Google Drive?

By combining pdfFiller with Google Docs, you can generate fillable forms directly in Google Drive. No need to leave Google Drive to make edits or sign documents, including additional beneficiaries supplement. Use pdfFiller's features in Google Drive to handle documents on any internet-connected device.

How do I execute additional beneficiaries supplement online?

With pdfFiller, you may easily complete and sign additional beneficiaries supplement online. It lets you modify original PDF material, highlight, blackout, erase, and write text anywhere on a page, legally eSign your document, and do a lot more. Create a free account to handle professional papers online.

How do I make changes in additional beneficiaries supplement?

With pdfFiller, the editing process is straightforward. Open your additional beneficiaries supplement in the editor, which is highly intuitive and easy to use. There, you’ll be able to blackout, redact, type, and erase text, add images, draw arrows and lines, place sticky notes and text boxes, and much more.